Tammy
Stoerkel
Beck Bode LLC
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About this Advisor
Tammy Stoerkel is a financial advisor who works in Dedham, Massachusetts with 1 year of relevant experience. Stoerkel is on the advisory team at Beck Bode LLC. During their career, the advisor has held roles at Lpl Financial, The Huntington Investment Co and Empire Bank/Huntington National Bank. Stoerkel maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Michigan. Beck Bode LLC is a financial advisory firm that has its headquarters in Dedham, MA. It has offices in three locations and a total of 40 employees. It manages $490 million in assets under management across its 2,772 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,772 accounts, just 9% are held by high-net-worth clients who have more than $1 million in assets available to invest. Beck Bode LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fees largely vary depending on which services the firm provides the client. However, fees charged by Beck Bode LLC can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beck Bode LLC Brokerage Details
$489,836,573
40
2,772
$176,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Tammy Stoerkel Work History
Tammy has been registered as a financial advisor for 1 years.*
Lpl Financial
The Huntington Investment Co
Empire Bank/Huntington National Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tammy Stoerkel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beck Bode LLC
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Guilford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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